EMERGENT WEALTH ADVISORS, LLC

WILLIAMSVILLE, New York·2 registered advisors·CRD# 174845
SEC# 801-1069091716-828-8390
01

Firm Overview

AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EMERGENT WEALTH ADVISORS, LLC

2 registered advisors
Charles Edgar Hanny
WILLIAMSVILLE, New York
Nicholas John Efthemis
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. EMERGENT WEALTH ADVISORS, LLC (CRD# 174845) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.